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3 Things to Know When Financial Planning for College
Financial planning for college is an important process. I have had many conversations with clients over the years about paying for...

Jeran Van Alfen, CFP®
May 5, 2023


Fed Note: May 3, 2023
The Federal Reserve Open Market Committee raised the Fed funds rate today by 0.25% to a new range of 5.00-5.25%. The vote was unanimous....

Jeran Van Alfen, CFP®
May 4, 2023


Cash Safety Memo
The collapse of Silicon Valley Bank left many questioning the safety of their bank deposits and what they can do to protect themselves...

Jeran Van Alfen, CFP®
Apr 15, 2023


The Number You Need to Know for Retirement
I remember a commercial a while ago from a financial company that posed the question, “What’s your number?” The ad referred to that...

Jeran Van Alfen, CFP®
Apr 1, 2023


Mindful of Your Money
I am reading a book right now called Advice Not Given: A Guide to Getting Over Yourself. By Mark Epstein. From the book, I thought I...

Jeran Van Alfen, CFP®
Apr 1, 2023


Fed Note: March 22, 2023
The Federal Reserve Open Market Committee unanimously raised the fed funds rate today by 0.25% to a range of 4.75-5.00%. Starting from...

Jeran Van Alfen, CFP®
Mar 23, 2023
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